| A | B |
|---|
| Client | Person who seeks your professional advice or services |
| Retainer | Contract for legal services |
| Money Retainer | $$ paid to paralegal for future legal services |
| Non-engagement letter | Informs prosective client that you will not be acting for him/her |
| Disbursements | Expenses incurred our paid out on behalf of a client |
| Scope of the retainer | Description of nature and extent of legal services |
| Trust Account | Bank account with clients' money in it |
| Joint retainer | Arrangement where paralegal acting for 2 or more clients in same matter |
| Limited scope retainer | Legal services restricted to limited action on client's matter |
| Instructions | Directons or authorizations from a client to a paralegal |
| Client under a disability | Lack of legal capacity to instruct paralegal |
| Litigation guardian | Person who represents a person under a disability |
| "Phantom client" | A person who believes you are his/her paralegal |
| Minor | Person under the age of 18 |
| Independant Legal Advice | Impartial legal advice where conflict of interest exists |
| Conflict of interest | May impair paralegals ability to be impartial or fair to a client |
